The current market lacks a strong foundation for a significant rise, and the logic is very clear:
The Great Beautiful Bill tax cuts—> Fiscal pressure increases further—> Therefore, tariffs need to be raised to collect more money—> And the tariffs have not yet been implemented—> Time is needed to sort things out—> Wait until after August when the tariffs are all arranged—> There will be a fiscal surplus—> Just in time for interest rate cuts in September—> By then, the fundamental gaps will be filled—> Only then is there a basis for a significant rise.
—> For the next couple of months, it will mostly be high-level fluctuations—> Therefore, my strategy is to short high.